+
+

Related Products

  • Nexo
    18,609 Ratings
    Visit Website
  • Shift
    1,379 Ratings
    Visit Website
  • DrayMaster
    1 Rating
    Visit Website
  • EZO AssetSonar
    118 Ratings
    Visit Website
  • The Asset Guardian EAM (TAG)
    22 Ratings
    Visit Website
  • Setyl
    48 Ratings
    Visit Website
  • FreshBooks
    5,508 Ratings
    Visit Website
  • Rippling
    20,747 Ratings
    Visit Website
  • Adobe Experience Manager
    1,876 Ratings
    Visit Website
  • Okyline
    2 Ratings
    Visit Website

About

Wealth managers spend a significant portion of their time interacting with the asset management industry. They tell us that much of that time is spent fielding unqualified, misplaced and irrelevant calls. An innovative solution that bridges the information disconnect by allowing asset managers to quickly understand who they should be talking to, when and about what, helping wealth managers to spend time on issues that are important to them. Fundpath has made a declaration of commitment to carbon neutrality in accordance with PAS 2060. Fundpath will also encourage more effective practices and reduce those which are wasteful, therefore helping to reduce the industry’s indirect carbon emissions.

About

Practifi is the performance optimization platform that transforms data into insights, action and excellence at scale. We help wealth management firms go beyond traditional CRMs and redefine what’s possible. Unlike traditional CRMs, Practifi unifies your team, data and best-in-class tools to give the visibility and oversight you need to drive your organization forward. Our enterprise workflow engine, open API and robust analytics centralize data sources to maximize actions and insights. Practifi has been recognized as one of the best platforms in the industry, earning high accolades for our intelligent platform design and innovative features. We believe that partnership means more than just picking up the phone when something goes wrong. Our team is committed to working closely with clients to find solutions to their challenges–or build them if they don’t exist.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Wealth and asset management industries searching for a next generation intelligent fintech solution that helps harness the power of collective data

Audience

CRM solution for companies looking for a tool to manage their business operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

Free
Free Version
Free Trial

Pricing

$80 per user per month
Billed annually
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Fundpath
Founded: 2021
United Kingdom
www.fundpath.co.uk

Company Information

Practifi
Founded: 2013
Australia
practifi.com

Alternatives

Alternatives

enVisual360

enVisual360

enSynergy Professional Services
Allvue

Allvue

Allvue Systems

Categories

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Integrations

Addepar
CircleBlack
MoneyGuide
Wufoo
Zocks

Integrations

Addepar
CircleBlack
MoneyGuide
Wufoo
Zocks
Claim Fundpath and update features and information
Claim Fundpath and update features and information
Claim Practifi and update features and information
Claim Practifi and update features and information